china has bottomed, we think, and that should help chinese stocks and stocks in greater china, and i think it should help stocks across asia. it should also help a little bit in the natural resources producing economies, brazil and peru. >> tom: and what about brazil -- >> another one. >> tom: why not japan. >> japan has a positive impetus from a changep change of policy. tom: lots of new government spending, trying to pull that economy out from the doldrums it has been in for almost a generation. >> that's what they say, and they've said that before. and the question is not will they do something -- they will. the question is will they keep at it. but will it be a lasting impact. right now the jury is out on that, but japanese stocks have been doing better and understandably so because they have more policy impetus behind them. >> tom: you mentioned latin-america. within latin-america, brazil has been a big enge for a lo, long time. and we've seen chile come along recently. argentina, not so much. is there an area that you like specifically? >> i do like brazil because it is an econ